GF
WRK

Gerstein Fisher’s WestRock Company WRK Stock Holding History

Gerstein Fisher’s Portfolio WRK Stock Details WRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-5,313
Closed -$218K – 422
2015
Q4 		$218K Buy
5,313
+169
+3% +$7.69K 0.03% 366
2015
Q3 		$238K Buy
+5,144
New +$276K 0.04% 354

Other funds holding WRK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Gerstein Fisher's WRK Position: Q1 2016 in Review

Gerstein Fisher sold out of WestRock Company (WRK) in Q1 2016, closing a stake of 5,313 shares — an estimated $218K sold.

Gerstein Fisher first reported a position in WRK in Q3 2015 and held it in 2 quarters. The position peaked at $238K in Q3 2015. 460 funds tracked by Wall St. Rank hold WRK as of Q1 2016.

  • Gerstein Fisher reported no remaining WestRock Company position as of Q1 2016 after selling out during the quarter.
  • Gerstein Fisher sold 5,313 WestRock Company shares in Q1 2016, an estimated $218K.
  • Gerstein Fisher first reported a position in WestRock Company in Q3 2015 and held it in 2 quarters.
  • Gerstein Fisher's WestRock Company position peaked at $238K in Q3 2015.
  • 460 funds tracked by Wall St. Rank held WestRock Company as of Q1 2016.

Based on Gerstein Fisher's 13F filing for Q1 2016, filed 12 May 2016.